RCWM
FNCL icon

Royal Capital Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Royal Capital Wealth Management’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,349
Closed -$290K – 98
2022
Q1 		$290K Buy
5,349
+26
+0.5% +$1.44K 0.28% 76
2021
Q4 		$298K Buy
+5,323
New +$300K 0.29% 79

Other funds holding FNCL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Capital Wealth Management's FNCL Position: Q2 2022 in Review

Royal Capital Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2022, closing a stake of 5,349 shares — an estimated $290K sold.

Royal Capital Wealth Management first reported a position in FNCL in Q4 2021 and held it in 2 quarters. The position peaked at $298K in Q4 2021. 185 funds tracked by Wall St. Rank hold FNCL as of Q2 2022.

  • Royal Capital Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2022 after selling out during the quarter.
  • Royal Capital Wealth Management sold 5,349 Fidelity MSCI Financials Index ETF shares in Q2 2022, an estimated $290K.
  • Royal Capital Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and held it in 2 quarters.
  • Royal Capital Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $298K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2022.

Based on Royal Capital Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.